CGMM

Capital Group U.S. Small and Mid Cap ETF

198 hedge funds and large institutions have $1.7B invested in Capital Group U.S. Small and Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
Latitude Advisors
Florida
$993K
PWM
102
Pines Wealth Management
North Carolina
$964K
RIS
103
Richmond Investment Services
Wisconsin
$940K
DWM
104
Diversify Wealth Management
Utah
$871K
FFA
105
Frazier Financial Advisors
Ohio
$839K
SN
106
Sittner & Nelson
Oregon
$821K
TWM
107
Trinity Wealth Management
Pennsylvania
$819K
KPWS
108
Kestra Private Wealth Services
Texas
$809K
OFS
109
OneAscent Financial Services
Alabama
$808K
TWP
110
Tempus Wealth Planning
California
$772K
SA
111
Sovran Advisors
California
$770K
CIM
112
Capital Investment Management
Missouri
$748K
OL
113
Owen LaRue
Kentucky
$728K
NFG
114
Nations Financial Group
Iowa
$682K
KWA
115
Kingswood Wealth Advisors
California
$681K
SIAS
116
Summit Investment Advisory Services
Minnesota
$654K
AIM
117
Advyzon Investment Management
Illinois
$641K
WWM
118
Western Wealth Management
Colorado
$629K
BC
119
Barrett & Company
Rhode Island
$628K
RMP
120
Richards, Merrill & Peterson
Washington
$625K
Goldman Sachs
121
Goldman Sachs
New York
$606K
AQR Capital Management
122
AQR Capital Management
Connecticut
$605K
PFS
123
Prospera Financial Services
Texas
$566K
FSBI
124
Fearless Solutions (Best Invest)
Texas
$548K
JIG
125
Junk Investment Group
Maryland
$545K